Dylan Groves

Posts by Dylan Groves

Invoice Bulk Options

Invoice bulk options You have several bulk options available to in ServeManager One of the most key bulk options items to understand is invoicing. If you go Invoices, you can filter down your invoices however you’d like to and then select the boxes by each invoice number. Bulk options enables you to complete a multitude […]

Bulk Unarchive Jobs

How to Unarchive Multiple Jobs This will help speed up your workflow even further when using ServeManager! You can learn more about additional bulk options for your Jobs list, here.

Bulk Options – Jobs

Bulk Options help you update multiple Jobs at once. From Jobs, select the necessary jobs with the checkbox tool next to each job number. After making your selection, press “Bulk Options” You have the following options to choose from:

ServeManager Glossary

Terms you will see around ServeManager and what they mean

Job Filters

Use filters to locate/isolate/group together jobs in your account based on various criteria

Sharing Uploads

Our Email Sharing feature allows users to share job details with collaborators, co-workers, and more. To share job documentation, go to Jobs > Select your Job > Scroll down to your documents section and press share. After you have the share screen up, you can choose from the above options or type in an email […]


Server Pay’s new Payables feature allows users to create specific payables for their employee and contract servers. Payables can be created per employee/company, and you can even set a default account wide list of payables. Server Payables To create an Employee payable, go to My Account > Employees > Select the employee and press Edit. […]